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Matched with Jan H
Matched with
Jan H.

Accounting Systems Set Up

Help Leapfrog Learning Lab set up an accounting software to support their budgeting and reporting needs.
Leapfrog Learning Lab
Oakland, CA, USA
Skills
Accounting

Posted February 25th

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Accounting Systems Set Up

Project Details

What We Need
  • Setup of selected accounting software (e.g. Aplos, Araize)
  • Training and guidelines on how to manage system and generate basic reports
Additional Details

We have Quickbooks online and need guidance on setting up/revising the appropriate categories for our nonprofit, reconciling items, and completing IRS form 990 in May 2020.

What We Have In Place
  • We currently have Quickbooks Online, which should make it easy for you to get started. We also have links to bank account, credit cards, invoices, and the ability to provide any other information you need.
How This Will Help
This project will save us $5,409 , allowing us to focus on providing services and sharing our products in the field

We are striving to move our nonprofit from a fledgling startup to its next stage of development and good accounting practices are essential.

Project Plan

P
Prep: Information Sharing
  • Volunteer Manager shares detailed description of existing financial record keeping and financial reporting system
  • Professional makes recommendations on accounting system reports to address the Organization's needs
  • Note: If necessary, Volunteer Manager may have Volunteer sign a Non Disclosure Agreement (NDA) prior to sharing and discussing Organization’s financial information
1
Milestone 1: Implementation
  • Professional conducts financial data migration
  • Professional and Volunteer Manager check accuracy of migration
  • Professional sets up account admin privileges for Organization’s designated admin users
2
Milestone 2: Training & Handover
  • Professional provides basic training for Volunteer Manager and supporting staff for tracking and reporting needs including guidelines for continued use of system
  • Professional reviews above guidelines and tips with Volunteer Manager
  • Professional is available for up to two weeks to address questions as Volunteer Manager starts to adopt new bookkeeping system
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About The Org

Our Mission

Our mission is to grow the capacity of collaborations working together to make
significant positive impact in communities and regions.